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Livermore
Livermore
ZHEN

Scientech Research LLC

SEC CIK
0002011556
Latest filing
Aug 14, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
550
−40 vs. Q3 2024
Portfolio value
$353.3M
−$148.9M (−29.7%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Scientech Research LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
RBCRBC Bearings INCCOM1,398$418.2K0.1%+1,398NewHistory
SRRKScholar Rock Holding CorpCOM9,716$419.9K0.1%+9,716NewHistory
BDMDBaird Medical Investment Holdings LtdSHS55,453$421.4K0.1%+55,453NewHistory
TMDXTransMedics Group, Inc.COM6,817$425.0K0.1%−4,554−40.0%ReducedHistory
NFLXNetflix IncStock480$427.8K0.1%−2,983−86.1%ReducedHistory
VICIVici Properties Inc.COM14,654$428.0K0.1%+14,654NewHistory
TJXTJX Companies IncStock3,546$428.4K0.1%+3,546NewHistory
Avidity Biosciences, Inc.05370A108COM14,791$430.1K0.1%+14,791New–
CSIQCanadian Solar Inc.COM38,703$430.4K0.1%+38,703NewHistory
PRCTPROCEPT BioRobotics CorpCOM5,364$431.9K0.1%+2,441+83.5%AddedHistory
FORMFormfactor IncCOM9,853$433.5K0.1%+9,853NewHistory
SYKStryker CorpStock1,207$434.6K0.1%+98+8.8%AddedHistory
CWANClearwater Analytics Holdings, Inc.CL A15,808$435.0K0.1%+15,808NewHistory
REXRRexford Industrial Realty, Inc.COM11,279$436.0K0.1%+11,279NewHistory
MGAMagna International IncCOM10,456$437.0K0.1%+10,456NewHistory
INTAIntapp, Inc.COM6,825$437.4K0.1%+294+4.5%AddedHistory
TDToronto Dominion BankStock8,245$439.0K0.1%−13,189−61.5%ReducedHistory
NNENano Nuclear Energy Inc.COM17,706$440.8K0.1%+17,706NewHistory
ABEVAmbev S.A.SPONSORED ADR238,801$441.8K0.1%+164,321+220.6%AddedHistory
RHRHCOM1,126$443.2K0.1%−2,917−72.1%ReducedHistory
FISVFiserv IncStock2,159$443.5K0.1%+2,159NewHistory
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG37,738$446.8K0.1%−41,971−52.7%ReducedHistory
MASMasco CorpCOM6,158$446.9K0.1%−1,463−19.2%ReducedHistory
CSLCarlisle Companies IncCOM1,214$447.8K0.1%+1,214NewHistory
HWMHowmet Aerospace Inc.Stock4,132$451.9K0.1%+1,110+36.7%AddedHistory
EWEdwards Lifesciences CorpStock6,110$452.3K0.1%−23,265−79.2%ReducedHistory
TDGTransDigm Group INCCOM359$455.0K0.1%+359NewHistory
APLSApellis Pharmaceuticals, Inc.COM14,333$457.4K0.1%+14,333NewHistory
CNPCenterpoint Energy IncCOM14,437$458.1K0.1%+14,437NewHistory
FLGFlagstar Bank, National AssociationStock49,285$459.8K0.1%+49,285NewHistory
SKYChampion Homes, Inc.Stock5,221$460.0K0.1%+5,221NewHistory
CORCencora, Inc.Stock2,050$460.6K0.1%+2,050NewHistory
CRDOCredo Technology Group Holding LtdStock6,920$465.1K0.1%+6,920NewHistory
PTGXProtagonist Therapeutics, IncCOM12,054$465.3K0.1%−2,473−17.0%ReducedHistory
UNMUnum GroupStock6,391$466.7K0.1%+6,391NewHistory
GTGoodyear Tire & Rubber CoCOM52,153$469.4K0.1%+52,153NewHistory
MEDPMedpace Holdings, Inc.COM1,413$469.4K0.1%−1,137−44.6%ReducedHistory
AYIAcuity Inc. (DE)Stock1,608$469.7K0.1%+1,608NewHistory
BTUPeabody Energy CorpCOM22,452$470.1K0.1%+22,452NewHistory
CAHCardinal Health IncStock3,980$470.7K0.1%+3,980NewHistory
FOXFFox Factory Holding CorpCOM15,561$471.0K0.1%+15,561NewHistory
NVTnVent Electric plcSHS6,951$473.8K0.1%+3,670+111.9%AddedHistory
ITWIllinois Tool Works IncStock1,873$474.9K0.1%+1,873NewHistory
SOUNSoundhound AI, Inc.CLASS A COM24,198$480.1K0.1%+24,198NewHistory
BABoeing CoStock2,714$480.4K0.1%+2,714NewHistory
ITGartner IncCOM997$483.0K0.1%+133+15.4%AddedHistory
NOGNorthern Oil & Gas, Inc.COM13,085$486.2K0.1%+4,807+58.1%AddedHistory
WOOFPetco Health & Wellness Company, Inc.CL A COM127,844$487.1K0.1%+127,844NewHistory
NUNu Holdings Ltd.ORD SHS CL A47,031$487.2K0.1%−56,686−54.7%ReducedHistory
TKOTKO Group Holdings, Inc.CL A3,432$487.7K0.1%+3,432NewHistory
GLPIGaming & Leisure Properties, Inc.COM10,143$488.5K0.1%−2,686−20.9%ReducedHistory
POWLPowell Industries IncStock2,231$494.5K0.1%−3,202−58.9%ReducedHistory
SYYSysco CorpStock6,468$494.5K0.1%+6,468NewHistory
MRSHMarsh & McLennan Companies, Inc.Stock2,329$494.7K0.1%−5,981−72.0%ReducedHistory
BKNGBooking Holdings Inc.Stock100$496.8K0.1%+100NewHistory
FDSFactset Research Systems IncStock1,040$499.5K0.1%−320−23.5%ReducedHistory
HUBBHubbell IncCOM1,193$499.7K0.1%+1,193NewHistory
MAMastercard IncStock954$502.3K0.1%+460+93.1%AddedHistory
MCOMoodys CorpStock1,065$504.1K0.1%−1,367−56.2%ReducedHistory
ALKSAlkermes plc.SHS17,574$505.4K0.1%+17,574NewHistory
AXTAAxalta Coating Systems Ltd.COM14,774$505.6K0.1%−5,760−28.1%ReducedHistory
SHWSherwin Williams CoCOM1,493$507.5K0.1%−5,945−79.9%ReducedHistory
WENWendy's CoStock31,148$507.7K0.1%+31,148NewHistory
TTCToro CoCOM6,370$510.2K0.1%−10,792−62.9%ReducedHistory
UTHRUnited Therapeutics CorpCOM1,451$512.0K0.1%+158+12.2%AddedHistory
PFGPrincipal Financial Group IncCOM6,640$514.0K0.1%+6,640NewHistory
BBDBank BradescoSP ADR PFD NEW269,229$514.2K0.1%−70,610−20.8%ReducedHistory
CELHCelsius Holdings, Inc.COM NEW19,586$515.9K0.1%+9,469+93.6%AddedHistory
RNGRingCentral, Inc.CL A14,769$517.1K0.1%+5,411+57.8%AddedHistory
VRNSVaronis Systems IncCOM11,680$518.9K0.1%+11,680NewHistory
ARK Next Generation Technology ETF00214Q401ETF4,818$520.2K0.1%+4,818New–
AMPAmeriprise Financial IncCOM978$520.7K0.1%+978NewHistory
ASOAcademy Sports & Outdoors, Inc.COM9,062$521.3K0.1%−4,691−34.1%ReducedHistory
GOGrocery Outlet Holding Corp.COM33,401$521.4K0.1%+33,401NewHistory
OSOneStream, Inc.CL A18,443$526.0K0.1%+18,443NewHistory
VSXYVictoria's Secret & Co.COMMON STOCK12,731$527.3K0.1%+12,731NewHistory
ACNAccenture plcStock1,507$530.1K0.2%−2,856−65.5%ReducedHistory
WDAYWorkday, Inc.CL A2,061$531.8K0.2%−1,324−39.1%ReducedHistory
IBMInternational Business Machines CorpStock2,426$533.3K0.2%+2,426NewHistory
VALValaris LtdCL A12,100$535.3K0.2%−1,687−12.2%ReducedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM2,280$536.5K0.2%+2,280NewHistory
PGProcter & Gamble CoStock3,204$537.2K0.2%+824+34.6%AddedHistory
GCTGigaCloud Technology IncStock29,191$540.6K0.2%+29,191NewHistory
DPZDominos Pizza IncCOM1,298$544.8K0.2%+1,298NewHistory
HTHTH World Group LtdSPONSORED ADS16,511$545.4K0.2%+9,119+123.4%AddedHistory
PGNYProgyny, Inc.COM31,738$547.5K0.2%+31,738NewHistory
PZZAPapa Johns International IncStock13,362$548.8K0.2%+13,362NewHistory
STLDSteel Dynamics IncCOM4,814$549.1K0.2%+4,814NewHistory
CGNXCognex CorpCOM15,394$552.0K0.2%−4,722−23.5%ReducedHistory
WIXWix.com Ltd.SHS2,573$552.0K0.2%+2,573NewHistory
ETSYEtsy IncCOM10,487$554.7K0.2%+10,487NewHistory
MRNAModerna, Inc.Stock13,344$554.8K0.2%+13,344NewHistory
HBANHuntington Bancshares IncCOM34,191$556.3K0.2%+34,191NewHistory
CHTRCharter Communications, Inc.CL A1,633$559.7K0.2%−5,481−77.0%ReducedHistory
SNOWSnowflake Inc.Stock3,626$559.9K0.2%+3,626NewHistory
SJMJ M SMUCKER CoStock5,117$563.5K0.2%+5,117NewHistory
VRTVertiv Holdings CoCOM CL A4,968$564.4K0.2%+2,735+122.5%AddedHistory
KIMKimco Realty CorpCOM24,095$564.5K0.2%+24,095NewHistory
BEAMBeam Therapeutics Inc.COM22,863$567.0K0.2%+5,192+29.4%AddedHistory
OGNOrganon & Co.Stock38,074$568.1K0.2%+38,074NewHistory

Sold out since Q3 2024 (349)

Positions held at the end of Q3 2024 that are gone from this filing.

The largest 100 of 349 by value last quarter.

Positions of Scientech Research LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
ULTAUlta Beauty, Inc.Stock7,237$2.82M0.6%History
SUISun Communities IncCOM18,152$2.45M0.5%History
PLTRPalantir Technologies Inc.Stock63,495$2.36M0.5%History
BXBlackstone Inc.COM14,424$2.21M0.4%History
VEEVVeeva Systems IncStock9,913$2.08M0.4%History
LLYEli Lilly & CoStock2,238$1.98M0.4%History
ICLRIcon PLCCOM6,851$1.97M0.4%History
APLDApplied Digital Corp.COM NEW234,605$1.94M0.4%History
WSTWest Pharmaceutical Services IncCOM6,434$1.93M0.4%History
DLTRDollar Tree, Inc.COM27,057$1.90M0.4%History
EFXEquifax IncCOM6,355$1.87M0.4%History
DRIDarden Restaurants IncCOM11,363$1.87M0.4%History
LKQLKQ CorpCOM46,619$1.86M0.4%History
DUKDuke Energy CORPStock16,097$1.86M0.4%History
PCGPG&E CorpStock93,253$1.84M0.4%History
AGNCAGNC Investment Corp.REIT172,860$1.81M0.4%History
STMSTMicroelectronics N.V.NY REGISTRY59,177$1.76M0.4%History
DKSDick's Sporting Goods, Inc.Stock8,412$1.76M0.3%History
AERAerCap Holdings N.V.SHS18,472$1.75M0.3%History
LOWLowes Companies IncStock6,429$1.74M0.3%History
SKXSkechers USA IncCL A25,985$1.74M0.3%History
HSYHershey CoCOM8,700$1.67M0.3%History
CHDChurch & Dwight Co IncCOM15,904$1.67M0.3%History
JNJJohnson & JohnsonStock10,147$1.64M0.3%History
RMDResmed IncCOM6,718$1.64M0.3%History
CFGCitizens Financial Group IncCOM39,584$1.63M0.3%History
LNGCheniere Energy, Inc.COM NEW9,024$1.62M0.3%History
GSGoldman Sachs Group IncStock3,264$1.62M0.3%History
LWLamb Weston Holdings, Inc.Stock24,775$1.60M0.3%History
NWSANews CorpCL A60,046$1.60M0.3%History
FLFoot Locker, Inc.COM61,015$1.58M0.3%History
MTZMastec IncCOM12,450$1.53M0.3%History
FSLRFirst Solar, Inc.Stock6,143$1.53M0.3%History
GILDGilead Sciences, Inc.Stock17,942$1.50M0.3%History
STTState Street CorpCOM16,788$1.49M0.3%History
RBLXRoblox CorpStock33,521$1.48M0.3%History
AAPAdvance Auto Parts IncCOM37,886$1.48M0.3%History
VMRKVivmark ResidentialSH BEN INT19,592$1.46M0.3%History
OVVOvintiv Inc.COM37,772$1.45M0.3%History
KVUEKenvue Inc.Stock62,130$1.44M0.3%History
EXRExtra Space Storage Inc.COM7,920$1.43M0.3%History
LUVSouthwest Airlines CoCOM46,943$1.39M0.3%History
CDNSCadence Design Systems IncStock5,108$1.38M0.3%History
APTVAptiv PLCSHS18,881$1.36M0.3%History
PTENPatterson Uti Energy IncCOM166,217$1.27M0.3%History
BILLBILL Holdings, Inc.Stock24,094$1.27M0.3%History
UUnity Software Inc.COM56,068$1.27M0.3%History
MOAltria Group, Inc.Stock24,817$1.27M0.3%History
ROSTRoss Stores, Inc.COM8,354$1.26M0.3%History
MKSIMKS IncCOM11,548$1.26M0.2%History
VLOValero Energy CorpStock9,172$1.24M0.2%History
AMATApplied Materials IncStock6,065$1.23M0.2%History
CAMTCamtek LtdORD15,341$1.22M0.2%History
WFRDWeatherford International plcORD SHS14,346$1.22M0.2%History
VIRTVirtu Financial, Inc.CL A39,472$1.20M0.2%History
NUVLNuvalent, Inc.COM11,640$1.19M0.2%History
INTCIntel CorpStock50,207$1.18M0.2%History
RMBSRambus IncCOM27,881$1.18M0.2%History
PYPLPayPal Holdings, Inc.Stock15,078$1.18M0.2%History
CSGPCostar Group, Inc.COM15,425$1.16M0.2%History
NKENIKE, Inc.Stock13,062$1.15M0.2%History
NDAQNasdaq, Inc.COM15,798$1.15M0.2%History
JDJD.com, Inc.SPON ADS CL A28,614$1.14M0.2%History
GLGlobe Life Inc.COM10,660$1.13M0.2%History
AXPAmerican Express CoStock4,150$1.13M0.2%History
NXTNextpower Inc.Stock29,913$1.12M0.2%History
ARAntero Resources CorpCOM38,949$1.12M0.2%History
NLYAnnaly Capital Management IncREIT55,507$1.11M0.2%History
PEPPepsiCo IncStock6,511$1.11M0.2%History
IBNIcici Bank LtdADR36,815$1.10M0.2%History
NSCNorfolk Southern CorpStock4,412$1.10M0.2%History
CLFCleveland-Cliffs Inc.COM85,416$1.09M0.2%History
NTRANatera, Inc.COM8,565$1.09M0.2%History
IQVIQVIA Holdings Inc.Stock4,539$1.08M0.2%History
NICENICE Ltd.SPONSORED ADR6,172$1.07M0.2%History
CHRDChord Energy CorpCOM NEW8,188$1.07M0.2%History
HALHalliburton CoStock36,476$1.06M0.2%History
ENVXEnovix CorpCOM113,170$1.06M0.2%History
BXPBXP, Inc.COM13,132$1.06M0.2%History
MELIMercadolibre IncCOM509$1.04M0.2%History
CRICarters IncCOM16,030$1.04M0.2%History
DJTTrump Media & Technology Group Corp.Stock64,480$1.04M0.2%History
GDGeneral Dynamics CorpStock3,413$1.03M0.2%History
APDAir Products & Chemicals, Inc.Stock3,432$1.02M0.2%History
AZTAAzenta, Inc.COM20,993$1.02M0.2%History
PCARPaccar IncCOM10,273$1.01M0.2%History
AMEAmetek IncCOM5,854$1.01M0.2%History
FEFirstenergy CorpCOM22,619$1.00M0.2%History
APHAmphenol CorpCL A15,383$1.00M0.2%History
AEPAmerican Electric Power Co IncStock9,753$1.00M0.2%History
PAYXPaychex IncStock7,447$999.3K0.2%History
LINELineage, Inc.COM12,745$999.0K0.2%History
SMCISuper Micro Computer, Inc.COM2,376$989.4K0.2%History
CMSCMS Energy CorpCOM13,909$982.4K0.2%History
ZDZiff Davis, Inc.COM19,906$968.6K0.2%History
BECNQxo Building Products, Inc.COM11,181$966.4K0.2%History
RJFRaymond James Financial IncCOM7,797$954.8K0.2%History
CBSHCommerce Bancshares IncStock15,909$945.0K0.2%History
TBBKBancorp, Inc.COM17,557$939.3K0.2%History
DEODiageo PLCSPON ADR NEW6,592$925.1K0.2%History